07:30–12:00
in progressWaste test — Naledi Petersen
Naledi Petersen · 14 Balfour Road, Rondebosch
R3 147.32
TradeAdvisor®
Harbour Plumbing
Office · Wednesday 14 October
Harbour Plumbing
Cape Town · 021 555 0144 · 7 jobs on the book
Customers
8
3 sites on file
On the tools
1
1 of 7 jobs in progress
Outstanding
R6 296.04
2 overdue
Win rate
83%
5 of 6 quotes decided
Received
R1 121.00
Payments on this book
Today
2
Wednesday 14 October
Today’s schedule
Wednesday 14 October
09:00–11:00
scheduledBasin — Thandi Nkosi
Thandi Nkosi · 22 Lower Main Road, Observatory
R1 092.50
Next actions
Overdue money, unsigned quotes, certificates, and tasks.
Pipeline
Enquiry through the tools. Open the board for the full pipeline.
Enquiry · 2
Guest toilet keeps running after a flush.
Fatima Khan
J-1814 · Kitchen sink smell after rain
David Meyer
Quoted · 2
Q-2410 · Replace basin taps
Sipho Dlamini
J-1812 · Bathroom rough-in
Ayesha Mohamed
Scheduled · 1
J-1810 · Leaking basin
Thandi Nkosi
In progress · 1
J-1808 · Reroute bathroom waste
Naledi Petersen
Money
Invoice totals on the book, largest first.
- J-1808 · Reroute bathroom wasteR3 147.32
- J-1790 · Burst geyser repairR3 648.72
- J-1780 · Outside tapR621.00
Live jobs
Status, customer, site, time, who is on it, and the value.
TradeAdvisor®
TradeAdvisor® from enquiry to paid job
One picture of the whole job, from the first call to the money in. Every step opens the right screen.
9 steps are live, 0 partly live, 0 launching soon
This process has 9 steps in 3 phases. 9 are live, 0 are partly live and 0 are launching soon.
Win the job
The customer, the job, and the quote.
Do the work
The visit, the materials, and the work on site.
Get paid and close
The invoice, the certificates, and the report.
Technicians do not see money
The work app follows the company permission matrix. An operations or technician role has no accounting view, so money stays off that app.
Quotes use the price book
Quote lines come from the price book, with VAT at 15 percent on top.
The customer signs on their own link
Sending a quote gives the customer a link. They sign and accept it there.
The sample book does not charge a card
A live book with a Paystack secret opens checkout. The sample book shows the amount and reference and does not charge a card.
The job stays on the book from the first call through to the payment and the review.